Mineral View

Dashboard: Your clients’ Texas mineral interests on one screen, and what needs a look first.

Each client’s estimated royalty income, value estimate and producing leases, at a glance.

Advisor workspaceDashboard

Good morning · Tuesday, October 13, 2026

6 clients, 120 leases in 6 Texas counties

30 things need a look.

Example book · dollar figures appear in your workspace
  • Built from Railroad Commission and county records
  • Underlined figures show how they were worked out
  • Your client doesn’t need an account

Which clients need a look first?

What changed on your clients’ mineral leases, from a stopped lease to a new operator.

  • Each says what it could mean.
  • Mark it Reviewed to keep the list short.
The full list: What changed

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Needs your attention
  • Stopped: Lease 41 has not reported volume since Mar 2026

    Its last filed month with oil or gas was Mar 2026.

    Sample client C · Production · Jul 2026

  • Stopped: Lease 112 has not reported volume since Feb 2026

    Its last filed month with oil or gas was Feb 2026.

    Sample client F · Production · Jul 2026

  • Down: Lease 17 is down 31% on a year earlier

    The last three filed months against the same months a year before.

    Sample client B · Production · Jul 2026

  • Activity: Operator E now operates Lease 78

    Previously Operator D.

    Sample client D · Activity · Sep 2026

  • Activity: Completion filed in County Y, where the client holds leases

    Filed in the last 120 days.

    Sample client E · Activity · Sep 2026

  • Data: No value estimate for Lease 74

    No production record for this lease.

    Sample client D · Data · Oct 2026

Example bookTop 4 in Brief, top 6 in FullTop 6 in Full, top 4 in Brief

Where does each client stand?

One line per client, adding up to the totals at the top.

  • Individuals, trusts, estates and foundations together.
  • A client’s name opens their full page.
What a client page holds
Clients
Client · type · countiesLeases Income vs a year earlierNext reviewOpen
Trust · County U, County V34▼ −7%Oct 20, 20267
Estate · County W, County X22▼ −12%Nov 30, 20267
Trust · County V, County W27▼ −12%Feb 2, 20277
Foundation · County Y, County Z18▼ −14%Oct 28, 20264
Individual · County Z, County U14▼ −14%Jan 12, 20273
Individual · County X, County Y5▲ +5%Dec 8, 20262

Example book · by estimated income, highest firstIncome and value columns appear in your workspace

What needs doing before the next review?

Your next tasks and client reviews, with anything late marked.

  • Adding a client schedules a first review.
  • Full view counts reviews due in 30 days.
Coming up
  • Task: Ask Operator H for Lease 112’s division order Past due

    Oct 9 · Sample client F

  • Client review: Review with Sample client B, Trust

    Oct 20

  • Client review: Review with Sample client E, Foundation

    Oct 28

  • Client review: First review with Sample client F

    Jan 12, 2027

2 client reviews in the next 30 days30 open items across the book

Example book

Is the book still producing?

Your clients’ estimated share of gas and oil each month, with our forecast.

  • Gas and oil are shown apart.
  • 97 of 120 example leases are producing.
Open the map
The clients’ share of productionAug 2023 – Jul 2028
Gas · MCF · leftOil · BBL · rightForecast
Forecast4,0002,00001,0005000Aug 2023Aug 2024Aug 2025Aug 2026Aug 2027Jul 2028

Point at, tap or arrow-key a month to read it.

Each lease’s filed volume × the client’s decimal. Jul 2026 (circled): 1 lease not reported yet.

Example book · shown in Full view

Which operators does the book rely on?

Each operator’s share of the book’s estimated income.

  • See where the book’s income is concentrated.
  • Compare each share with that operator’s statements and 1099s.
Estimated income by operatorLast 12 filed months
OperatorLeasesShare of estimated income
Operator C2927%
Operator B2322%
Operator G1313%
Operator E1713%
Operator H139%
Operator F159%
Operator D108%

Example book · income figures in your workspace

What goes beside each 1099 at tax season?

Each client’s estimated royalty income by operator, prepared with your name and firm.

  • By operator, then by lease.
  • Estimates from production, not payments: the 1099 is the record.
Reports and letters
Tax-season summary
Mineral View

Prepared by Your firm · Your name

Tax-season summarySample client C · Trust
Oct 13, 2026

By operator, Aug 2025 – Jul 2026 (estimated)

  • Operator Cdollar figure38%
  • Operator Edollar figure34%
  • Operator Gdollar figure28%

Then the lease table, 27 leases.

Production-based estimates for the period shown. Use alongside payment records and 1099-MISC forms; periods and amounts may differ.

Example book

Why the numbers hold up

How a royalty estimate is worked out.

Example lease
One lease, one month, worked throughLease 40 · Jul 2026
Oil filed, whole lease412 BBLRailroad Commission
× that month’s average oil priceJul 2026Monthly average prices
Gas filed, whole lease2,960 MCFRailroad Commission
× that month’s average gas priceJul 2026Monthly average prices
− Texas severance taxoil 4.6% · gas 7.5%Texas tax rates
× the client’s decimaldecimalCounty appraisal roll
The client’s estimated income, Jul 2026 dollar figure

12 filed months, summed across each lease, make the Dashboard’s income figure.

The check stub is the real number. Operators pay on the lease’s price, after any deductions it allows.

  • A gap, not a zero.Missing filings, values and decimals are labelled, not shown as zero.
  • Nothing goes out on its own.Nothing is sent to clients or operators. You decide what to share.
Note for your fileCan I rely on these numbers?2 answers
  1. How current are they?They follow the months filed with the Railroad Commission, which usually reach the public record about two months later. The Dashboard names the newest month on file.
  2. What rate discounts the value estimate?18% a year. The Prices and value page shows the same forecast at 23.52% and 13.25%, for comparison.

Try it on your clients’ book. Create a free advisor account

How it works

Add a client from the county rolls. Their leases join your Dashboard.

For wealth managers, trust officers, CPAs and family offices whose clients hold Texas minerals. Adding a client doesn’t change legal ownership.

  1. 1

    Find the record

    Search the Texas county rolls for the client’s mineral interests.

  2. 2

    Confirm it

    Confirm the addresses; the leases join your book.

  3. 3

    Watch and report

    Check what changed and plan reviews.

Note for your fileWhat can I keep from the Dashboard?3 answers
  1. Can I keep a record of the whole book?Yes. Clients and their leases export as CSV files from Reports and letters. Exports carry your clients’ public-record figures, so treat them as confidential. Nothing is sent to clients or operators.
  2. Can I track reviews and follow-ups?Each client gets a first review date when you add them, and you can add tasks with a due date. Both appear under Coming up.
  3. Does it remember what I’ve handled?Yes. Marking an item Reviewed takes it off the open list, and “Open and reviewed” shows it again, in the browser where you marked it.

Every client’s minerals, on one screen.

Looking after many clients? Talk to us about a bulk upload

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450+ mineral owners and 30+ mineral professionals have registered with Mineral View.